In a sweeping discussion at FIS Maastricht, Professor Stephen Kotkin argues that Ukraine still has a long fight ahead, China has learnt economic strangulation and diplomatic coercion are a better strategy than invasion in Taiwan - and the west must invest more in its financial systems, military alliances and society.
APG's Claudia Kruse reflects that the climate emergency, COVID and conflict has put SDG delivery at risk. But the SDGs remain the best roadmap out of crisis and the investor's Asset Owner Platform has become an important tool supporting its quest to invest with impact.
Investors have much to learn from the art world that goes beyond just investing in art for a return, or adorning their office walls with beautiful pictures.
Real estate investors are in prime position to cut emissions with the support of benchmarks and standards and a collective voice.
Investors at NEST, PGB and SWIB note the challenges of investing in a high inflationary market, particularly given inflation’s impact on the correlation between bonds and equities and discuss strategies for dealing with different environments including stagflation.
Large investors across Europe share the elements of their success when it comes to ESG integration and engagement, including in sovereign bonds.
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